Reference between sections (intelligent)
complete
M
Mark Doyle
Ability to reference different parts of the Doc. Then, if we rearrange a section, those references are updated.
Akos Hamar
marked this post as
complete
We’ve just added this highly requested upgrade that makes reusing content across documents faster and more reliable.
Section References are now available in DOCS, along with a small facelift to the SmartFields dialog.
You can now insert dynamic references to any document categories and sections across your project - all directly from the new Section References tab in SmartFields, with preview before inserting.
Section References aren’t static copies. When the original section changes, your references stay in sync - keeping documentation consistent as projects evolve.
References behave like hyperlinks, so readers can jump straight to the source section:
• Inside Plannerly, when document sections are in Shared, or Published status
• In exported/printed documents
Additionally, exports now support:
• Table of contents
• List of tables
• List of Images (figures)
These features deliver cleaner, more professional documentation, faster workflows for multi-document projects, and make it easier than ever to build structured, connected, and reusable content.
Clive Jordan
marked this post as
in progress
Quick update on this one - we’ve moved this idea from Planned to In Progress and it’s now actively in development.
Smart, resilient cross-referencing between document sections is being built so references stay intact when content is renamed, rearranged, or moved across documents. More updates coming as we move through implementation.
Clive Jordan
marked this post as
planned
Good news, this feature is now planned for development! We're making section referencing smart too. So that when you move a section, change its title, or even move it to a different document, any references to it will update automatically.
The feature will also be intelligent when you import new documents. If you bring in a document that's referenced by another one in your project, it will automatically link to the newly created document.
These are our plans for now. We'll share an update as soon as this is available.
Clive Jordan
Merged in a post:
Cross-referencing in the documents
A
Aline Hilgemberg
I
Illya Glukhanyuk
I see this functionality in the service as very useful. Moreover, I would like to propose to create a possibility to make references to the names of not only sections, but also images and tables inside the document. Accordingly, it would be good to have automatic nomination of images and tables in the text.
R
Romain Leygonie
similar idea: being able to reference a section of a document within Plan to another (for instance Section 2 of document A being referenced in Section 4 of document B). A simple hyperlink could do the trick (especially between OIR - PIR - EIR - BEP)